Consilio Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Consilio Wealth Advisors’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$747K	Buy	14,964 +4,539	+44%	+$229K	0.22%	41
2025 Q4	$524K	Buy	+10,425	New	+$525K	0.15%	48
2025 Q2	–	Sell	-21,493	Closed	-$1.07M	–	89
2025 Q1	$1.07M	Buy	+21,493	New	+$1.08M	0.45%	24
2022 Q4	–	Sell	-49,050	Closed	-$2.36M	–	53
2022 Q3	$2.36M	Buy	+49,050	New	+$2.45M	1.85%	14

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Consilio Wealth Advisors's VTEB Position: Q1 2026 in Review

Consilio Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 44% in Q1 2026, buying an estimated $229K and bringing the position to 14,964 shares worth $747K. The position accounts for 0.22% of the portfolio, ranked #41.

Consilio Wealth Advisors first reported a position in VTEB in Q3 2022 and has held it in 4 quarters since. The position peaked at $2.36M in Q3 2022. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Consilio Wealth Advisors held 14,964 shares of Vanguard Tax-Exempt Bond Index Fund worth $747K as of Q1 2026.
Consilio Wealth Advisors bought 4,539 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $229K.
Vanguard Tax-Exempt Bond Index Fund made up 0.22% of Consilio Wealth Advisors's portfolio in Q1 2026, its #41 holding.
Consilio Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 4 quarters since.
Consilio Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.36M in Q3 2022.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.